+21.2%
IWM vs PANW
+67.0%
-45.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.6% |
| 7D | -2.4% | -0.8% | -1.6% | -2.3% |
| 30D | -4.6% | -14.6% | +10.0% | -3.1% |
| 3M | -0.3% | +18.3% | -18.6% | -2.7% |
| 6M | +14.7% | +100.5% | -85.8% | +4.1% |
| YTD | +17.8% | +79.5% | -61.7% | +9.5% |
| 1Y | +21.2% | +66.7% | -45.5% | +16.1% |
| All | +21.2% | +67.0% | -45.8% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PANW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling